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Articles by Sam Wood-Bednarz, CFP®

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There’s a New Account in Town

By Sam Wood-Bednarz, CFP®

August 7, 2026

Read More Articles, Financial Planning, Investing

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IRMAA: How Income Affects Your Medicare Costs

By Sam Wood-Bednarz, CFP®

May 15, 2026

Read More Articles, Financial Planning

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Retirement Planning for Couples with an Age Gap

By Sam Wood-Bednarz, CFP®

February 20, 2026

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More Than Money: How the Personal Informs the Financial

By Sam Wood-Bednarz, CFP®

August 15, 2025

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The Social Security Fairness Act

By Sam Wood-Bednarz, CFP®

February 7, 2025

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Optimizing Your Charitable Giving

By Sam Wood-Bednarz, CFP®

October 18, 2024

Read More Articles, Financial Planning

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Illuminating the Next Chapter

By Sam Wood-Bednarz, CFP®

February 9, 2024

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Planning for College with 529s

By Sam Wood-Bednarz, CFP®

January 19, 2024

Read More Articles, Financial Planning

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When to Claim Your Social Security Benefits

By Sam Wood-Bednarz, CFP®

September 29, 2023

Read More Articles, Financial Planning

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Love It or List It: Navigating Your Evolving Home Needs

By Sam Wood-Bednarz, CFP®

August 11, 2023

Read More Articles, Financial Planning

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Leaving a Personalized Legacy

By Sam Wood-Bednarz, CFP®

May 5, 2023

Read More Articles, Financial Planning

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The Right Amount of Liquidity

By Sam Wood-Bednarz, CFP®

March 24, 2023

Read More Articles, Financial Planning

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Broadening the View on Taxes

By Sam Wood-Bednarz, CFP®

February 17, 2023

Read More Articles, Financial Planning

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Power of Attorney: A Caretaking Role

By Sam Wood-Bednarz, CFP®

August 12, 2022

Read More Articles, Financial Planning

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Sharing the Power (of Attorney)

By Sam Wood-Bednarz, CFP®

July 15, 2022

Read More Articles, Financial Planning, Market Reflections

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Illuminating the Next Chapter

By Sam Wood-Bednarz, CFP®

June 10, 2022

Read More Articles, Financial Planning

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Personalizing Your Pension Election

By Sam Wood-Bednarz, CFP®

April 29, 2022

Read More Articles, Financial Planning

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Embracing Mental Accounting

By Sam Wood-Bednarz, CFP®

February 25, 2022

Read More Articles, Financial Planning

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© 2026 North Berkeley Wealth Management. All Rights Reserved. North Berkeley is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where North Berkeley and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes and should not be interpreted to state or imply that past results are an indication of future performance. Investing involves risk and possible loss of principal capital. No advice may be rendered by North Berkeley unless a client service agreement is in place. Material presented is believed to be from reliable sources but there are no warranties, expressed or implied, as to the accuracy, completeness or results obtained from any information posted on this website.

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